David Pugliese is a financial advisor with Primerica Advisors based in Woodcliff Lake, NJ, holding a Series 66 license and having 10 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of advising, he is involved in consulting through Planning Alliance Consulting and Campanella Consulting Services, and he owns GAMMA FINANCIAL, LLC. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services. The firm employs a variety of investment strategies through proprietary and third-party managers and provides integrated financial planning and lending solutions.

Seth Bassin is a financial advisor with Eagle Strategies (NY Life) in Saddle Brook, NJ, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Co and Nylife Securities LLC since 2012 and 2013, respectively. In addition to his advisory role, he is appointed with outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves a diverse mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm specializes in tailored advice delivered via multiple program types, with the majority of assets managed on a non-discretionary basis and a focus on serving both retail and institutional sponsors.

Kevin Salvatore is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at TIAA-CREF since 2025, following a tenure at TIAA dating back to 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm acts as adviser to a donor-advised fund and operates within a vertically integrated group offering affiliated funds under a fiduciary standard.

Michael Desaulnier is a Certified Financial Planner™ (CFP®) with 23 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2012. Outside of his advisory role, he is involved in tax preparation and accounting services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services through various platforms and third-party asset managers.

Tahra Wohlert is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied, The MainStage, RKL Wealth Management LLC, Ameriprise Financial Services, Inc., and RedCrow. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies supported by integrated resources across the Goldman Sachs ecosystem and delivers a wide range of specialized wealth services and programs.

Daniel Erben is a financial advisor with Oppenheimer in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Oppenheimer in 2026, he spent eight years with TD Private Client Wealth LLC and TD Bank N.A., and 13 years with Family Management Corporation and Family Management Securities, LLC. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor and includes strategic and tactical asset allocation across multiple asset classes, supporting both discretionary and non-discretionary management styles.

Miguel Gonzalez is a financial advisor with LPL Financial and Private Advisor Group, LLC, holding a Series 66 credential and over 22 years of industry experience. He has been associated with both firms since 2012. Gonzalez also sells non-variable life insurance as a secondary business activity. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Daniel Odell is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2007. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

William Hart is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 42 years of industry experience. He has been with Private Advisor Group since 2011 and also maintains an affiliation with LPL Financial since 2009. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and retirement consulting services.

William Marbit is a financial advisor with Primerica Advisors based in New York, NY. He holds a Series 66 designation and has 19 years of industry experience. His work history includes positions at Park Avenue Securities and Guardian Life Insurance Company. He is also licensed to sell insurance products with companies other than Guardian. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios and third-party investment managers to implement diversified investment strategies.

Gretchen Walz is a financial advisor with Bankers Life Advisory Services, Inc., holding CFP® and Series 63 credentials and bringing 18 years of industry experience. She has worked with Bankers Life and its related entities since 2005, including roles at Bankers Life Advisory Services and Bankers Life Securities. In addition to her advisory work, she is also an insurance agent with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Jason Burd is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. Before joining Private Advisor Group and LPL Financial in 2024, he worked at Edward Jones for six years and spent nine years with the Philadelphia Eagles. He is also involved with NAMMA Realty Referral Group, LLC, a mortgage and real estate services business. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Lorraine Dickman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. She has worked at several affiliated Steward Partners entities since 2017 and previously at Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory role, she provides administrative support to Baker Sarama Wealth Management Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through Steward Partners-branded solutions and third-party managers.

Richard Summers is a financial advisor with Private Advisor Group, LLC based in Morristown, NJ. He holds a Series 66 designation and has five years of industry experience, including roles at LPL Financial, Bank of America, Merrill, and Diversitex Inc. Summers maintains a non-investment related interest in Diversitex Inc., where he holds a gifted share. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Jimmy Lazos is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 licenses and has 8 years of industry experience. He has worked at various divisions within Citigroup, including the Private Bank and Global Markets, since 2016, with a brief period of unemployment between 2024 and 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm uses multi-asset, multi-manager strategies and maintains in-house research and pricing activities, supporting a combination of large institutional scale and specialized market roles.

Caroline Taylor is a financial advisor at CWM, LLC with the designations ChFC® and Series 65, and has two years of industry experience. She previously worked at Prudential Financial and Eaton Vance, among other firms. Outside of her advisory role, she is a co-owner of Pink Suits Enterprises, a marketing business. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, retirement-plan solutions, and access to alternative investments.

Marta Jankowski is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds a Series 66 designation and has worked with TIAA-CREF since 2018, including prior roles at Fidelity and Fidelity Brokerage Services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to the TIAA Donor Advised Fund.

James Sonneborn is a CFP® professional with 19 years of industry experience. He is currently with Corient, where he has worked since 2022, following a 17-year tenure at RegentAtlantic. His background includes roles at Corient Services LLC and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

Kenneth Alter is a financial advisor at Guardian Life with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he operates Planning Alliance Consulting LLC, providing fee-based consulting for businesses and estates. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a registered broker-dealer and investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs, combining proprietary and third-party investment strategies.

Greg Orlikoff is a financial advisor with PNC Wealth Management in Montvale, NJ, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at PNC Investments LLC and PNC Bank, spanning over a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm utilizes algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.